People report other areas affected, including engineers. Pls post guys, so all of us at least know what to expect, even if we can’t do anything about it.
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NVIDIA
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- "and Boudreau leaving…"
Tells you that its not AVGO but NVDA that is seats at the table with MD
The industry at large is consolidating. One might logically infer a potential Dell merger with another tech leader like Google or Nvidia.
I've yet to encounter any org which isn't impacted. It's not sales only, no idea why people would expect it to be sales only. Some teams are untouched, some more heavily impacted than others, but no major org is missed.
PS. Lots of broken links re Netapp reference architecture on Nvidia site. Maybe something to Dell storage going to Nvidia.
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https://www.nvidia.com/en-us/data-center/resources/netapp-ontap-ai-reference-architecture/
Netapp could be prepping for a sale too. It just nominated June Yang -- a heavy hitter from Google Cloud and before that VMware -- to its Board.
Google and Broadcom relationship getting very cozy.
Perhaps NetApp to Broadcom/Google and Dell storage to Nvidia.
Nvidia has removed a lot of the NetApp content from its site. There was pretty tight integration between Nvidia and NetApp going back to 2018.
Storage is a huge profit center for Dell. Be tough to sell that are rely on Lowe margin products like servers and laptops.
I heard they are going to sell off storage.,
Likely a merger is happening with Broadcom or Nvidia . They are streamlining the company to make the restructuring easier when it happens rather than having more employees. Heard the rumblings but it’s looking likely , especially as Michael Dell the liar that he is sold lots of shares recently and Boudreau leaving…